Expense management document types listed

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Posted on by Rich

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When creating an expense claim through the F&O UI, the user has an option to add an attachment. Our understanding is that the Expense management parameters > General > Default document type field should be the value that the user sees

For the screenshot below, however (Workspaces > Expense management, new claim, add expense, add attachment), the user's had to manually select that document type: by default, it's the first option in the Organisation administration > Document management > Document types list. I've tried resetting the user's usage data, but that hasn't helped.

Can anyone please advise whether there's some other config for document types that can make only certain types visible in expense management, and/or where I should set the default?

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Dynamics 365 Finance

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Sohaib Cheema 49,258 User Group Leader on at

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Expense management document types listed

Hi,

That is well known natural/default behaviour of Dynamics. It always take first value (using alphabetic order from the list of all types of documents)

I have seen organization having a document named as A - File.

With such arrangement, dynamics will get this document by default as it comes on top using alphabetic order.

Your other options include customization, which you can avoid, using file names, as provided in example.

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